UBS AM
AMK

UBS AM’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

UBS AM’s Portfolio AMK Stock Details AMK Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
2024
Q2 		$1.76M Buy
2024
Q1 		$982K Buy
2023
Q4 		$578K Hold
2023
Q3 		$484K Buy
2023
Q2 		$348K Hold
2023
Q1 		$348K Hold
2022
Q4 		$255K Buy